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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

391 hedge funds and large institutions have $4.01B invested in SPDR S&P Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 25 closing their positions.

Holders
391
Holders Change
-7
Holders Change %
-1.76%
% of All Funds
11.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.25%
New
22
Increased
165
Reduced
129
Closed
25
Calls
$9.38M
Puts
$6.08M
Net Calls
+$3.3M
Net Calls Change
+$1.22M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$289M
2
BTS
2
BB&T Securities
Virginia
$90.2M
3
MB
3
Mizuho Bank
Japan
$30M
4
BMM
4
Berkshire Money Management
Massachusetts
$22.6M
5
SPL
5
Smart Portfolios LLC
Washington
$9.31M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$46.9M
2
Bank of America
2
Bank of America
North Carolina
$319M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$124M
4
Morgan Stanley
4
Morgan Stanley
New York
$325M
5
SB
5
Suntrust Banks
Georgia
$121M
Name Market Value Shares Shares
Change 		Shares
Change %
BFO
201
Boston Family Office
Massachusetts
$794K 10,600 -355 -3%
BWM
202
Braver Wealth Management
Massachusetts
$754K 10,063 +8 +0.1%
TF
203
Tompkins Financial
New York
$753K 10,048 – –
CB
204
Chemical Bank
Michigan
$746K 9,953 +203 +2%
PFM
205
Phillips Financial Management
Indiana
$740K 10,060 -1 -0%
OFS
206
Orrstown Financial Services
Pennsylvania
$739K 9,857 -2,150 -18%
MHIM
207
MacNealy Hoover Investment Management
Ohio
$723K 9,650 – –
EFS
208
Essex Financial Services
Connecticut
$721K 9,618 +750 +8%
WEC
209
Winslow Evans & Crocker
Massachusetts
$720K 9,612 +884 +10%
CBU
210
CIBC Bank USA
Illinois
$715K 9,550 -130 -1%
AIP
211
Ameritas Investment Partners
Nebraska
$715K 9,535 +510 +6%
BA
212
Birinyi Associates
Connecticut
$712K 9,500 -650 -6%
WIC
213
Woodmont Investment Counsel
Tennessee
$712K 9,503 – –
Two Sigma Investments
214
Two Sigma Investments
New York
$704K 9,400 +2,789 +42%
VNB
215
Valley National Bancorp
New York
$695K 9,285 -1,235 -12%
DCM
216
Donaldson Capital Management
Indiana
$688K 9,177 -203 -2%
SFA
217
Sequoia Financial Advisors
Ohio
$687K 9,163 +3 +0%
FHB
218
First Hawaiian Bank
Hawaii
$681K 9,093 – –
RMCM
219
Reynders McVeigh Capital Management
Massachusetts
$663K 8,852 -121 -1%
LPC
220
Loeb Partners Corp
New York
$659K 8,800 – –
FWP
221
FAS Wealth Partners
Kansas
$659K 8,796 +4,762 +118%
TWA
222
TCI Wealth Advisors
Arizona
$650K 8,678 +93 +1%
AC
223
Addison Capital
Pennsylvania
$650K 8,668 +1,004 +13%
Franklin Resources
224
Franklin Resources
California
$648K 8,650 +1,000 +13%
BWM
225
Baystate Wealth Management
Massachusetts
$641K 8,553 +887 +12%
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